skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration


Searching through potentially millions of documents to satisfy the demands of courts or regulators is an expensive and time-consuming task. The right e-discovery tools can automate parts of the task.


  • There are many aspects to an e-discovery strategy that go beyond the implementation of e-discovery tools.

Features and Benefits

  • Explains why it is important to put together an e-discovery strategy before requests are received.
  • Identifies the key drivers for e-discovery, which should resonate with any organization.

Key questions answered

  • How should an e-discovery strategy be developed?
  • Why do the business drivers for e-discovery determine the strategy?

Table of contents


  • Catalyst
  • Ovum view
  • Key messages


  • Recommendations for enterprises
  • Recommendations for vendors

In optimizing e-discovery processes, focus on the basics first

  • Ensure you know the difference between e-discovery and search
  • Most e-discovery vendors follow the EDRM framework
  • Do you know what content you have?
  • Why specialist e-discovery tools are required

The business drivers for e-discovery should determine the strategy

  • Are you in a heavily regulated industry?
  • Are you aware of the risks that lurk in your mountains of content?
  • Be prepared to discover content for a wide range of reasons

A step-by-step guide to the development of an e-discovery strategy

  • Understand your objectives and where discovery requests may come from
  • Create an internal project team and decide where external help will be required
  • Select your strategy and implementation partner
  • Assign tasks to internal and external participants
  • Assess your current ability to handle e-discovery
  • Get your content house in order
  • Understand the risks posed by your content
  • Put into place policies and procedures to manage e-discovery
  • Select an e-discovery solution
  • An e-discovery strategy is not a one-off exercise


  • Methodology
  • Further reading
  • Author

Recommended Articles


Have any questions? Speak to a Specialist

Europe, Middle East & Africa team: +44 7771 980316

Asia-Pacific team: +61 (0)3 960 16700

US team: +1 212-652-5335

Email us at

You can also contact your named/allocated Client Services Executive using their direct dial.
PR enquiries - Email us at

Contact marketing -

Already an Ovum client? Login to the Knowledge Center now